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Healthcare

The monthly pack for a medical group: by location, by provider

An independent medical group or multi-site healthcare practice with several providers and locations needs one pack a month: the location P&L (the P&L by location and by provider), staffing cost against visits, the budget per location against actuals, and the cash ahead. Reportly builds it from the books (the classes and locations in your accounting system) and takes visits and provider productivity by upload. Related entities are reported one by one. The medical pack comes as a template, included in every plan.

  • Hospital
  • Doctor
  • Stethoscope
  • Clinic visit
  • Prescription
  • Heart rate
Sites, patient volume, and payer mix
SITES → GROUP ROLL-UPSite A$42KSite B$31KSite C$28KConsolidated: $101K contributionPATIENT VOLUMEPAYER MIXCommercial 62% · Government 28% · Self-pay 10%

Illustrative preview — not customer data

01 — The problem

What breaks in healthcare finance

The same three failures show up in almost every healthcare team we talk to.

  • Every site reports differently

    Location P&Ls arrive in different shapes, then get merged manually.

  • Staffing is the biggest cost, planned last

    Provider and staff cost never gets modeled against visit volume.

  • Payer mix shifts unnoticed

    Revenue composition changes quarters before anyone charts it.

02 — Metrics that matter

The numbers the owner asks about

Reportly builds the ledger figures from your accounting system; non-ledger figures come in by upload or manual entry and sit next to them in the pack.

Multi-site practice pack

Illustrative data
Revenue per visit
$214
▲ +2.7%
Staffing cost ratio
51%
▲ +1.9 pts
Site contribution
$38K/mo
▲ +6.3%
Commercial payer mix
62%
▼ -2.1 pts
03

What the pack shows

  • 01

    P&L by location and by provider

    From the classes and locations in your books.

  • 02

    Budget per location

    Against actuals.

  • 03

    Staff cost against visits

    Visits by upload.

  • 04

    The partner pack

    What changed, where each location stands, cash ahead.

04 — Month end

What a month looks like with Reportly

Close the books, and the reporting takes care of itself.

Day 1

Actuals land

Each location's revenue and cost sync from the accounting system.

Day 2

Site P&Ls

Every site sees its own P&L; the group sees the roll-up.

Day 3

Staffing model

Provider and staff cost re-forecast against visit volume.

Day 4

Owner pack ships

One pack per site, plus the consolidated group view.

05 — Key terms

The vocabulary, defined

Plain-English definitions of the terms this page uses. More in our glossary.

  • Payer mix

    The split of revenue across commercial insurers, government payers, and self-pay.

  • Revenue per visit

    Total net revenue divided by patient visits in the period.

  • Staffing cost ratio

    Provider and staff cost as a share of net revenue.

  • Site contribution

    What a location contributes after its direct costs, before group overhead.

FAQ

Healthcare FAQ

Reportly works with financial data from your accounting system, not patient records. No patient-level data is ever uploaded; visit counts and productivity come in as totals.
Yes. Medical groups are one of the industry packs: the P&L by location and by provider. Tell us what your practice needs and we will factor it in.

Built for how healthcare really works

Every plan starts with a 14-day trial.